John Minezaki is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Global Assets Advisory, International Assets Advisory, Western International Securities, and Raymond James Financial Services. Outside of advisory work, he is engaged as a tax staff member at a public accounting firm and performs bookkeeping and administrative duties in related roles. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and employs a range of strategies including third-party money managers and retirement plan advisory.

Jeffrey Alpert is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation and four years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Karp Capital Management Corporation, TuneIn Inc., and Manatt, Phelps & Phillips, LLP. Outside of his advisory role, he provides legal services through his sole proprietorship, Alpert Advisers, serving legacy clients. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified funds and conducts regular portfolio reviews and rebalancing.

Kathleen Barron Alicante is a CFP® professional with seven years of industry experience, currently serving at Abacus Wealth Partners. She previously worked at the University of Tulsa before joining Abacus Wealth Partners, where she has been since 2017. Outside of financial advising, she owns Kate Barron LLC, a consulting and coaching business that supports social justice organizations, foundations, and individuals in aligning their justice values with ancestry, legacy, movements, and capitalism. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a passive, asset-class-focused investment approach with ESG screening options and offers specialized private fund opportunities through its role with the Align Impact fund.

Xiaoxiao Bi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and National Planning Corporation. Bi is also the managing member and CPA at Wheeler and BI LLP and serves as secretary for Safetool Corporation, a product development and sales business. Additionally, she refers clients to GK Tax and Accounting and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm provides wealth management, financial planning, pension consulting, and ancillary services such as tax preparation and estate planning, employing an active management approach with both discretionary and non-discretionary portfolio strategies.

Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Ashley Guapo is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to joining Gerber Kawasaki, she worked briefly at Cetera Advisor Networks and has experience in other roles including at Avasant and Alo Yoga. Gerber Kawasaki serves a broad range of clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and municipal entities. The firm employs tailored investment strategies and offers services such as wealth management, financial planning, pension consulting, and access to alternative investments, alongside managing an actively managed growth-focused ETF.

William Fredrickson is a financial advisor with NWF Advisory Services Inc in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with OSAIC since 2007 and previously worked at Whjr Associates. Fredrickson is also an author working on a book about the 12 Step Process and the enneagram. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical options.

John Padilla is a financial advisor with Sowell Management in Santa Monica, CA, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at Sowell Management since 2016, following prior roles at CONCERT Wealth Management, Inc. and Platinum Wealth Partners. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Ryan Hanlon is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Miracle Mile Advisors, LLC and Rainmaker Advisory, LLC. Outside of his advisory role, he serves as Executive Vice President for the West Coast at Brown & Brown Dealer Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach focused on low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Natalya Zernitskaya is a financial advisor with Avantax Planning Partners, Inc. holding a Series 66 designation and possessing 11 years of industry experience. Her prior firms include Cetera Wealth Services and Avantax Advisory Services. Outside of her advisory role, she is involved in theatrical productions as a freelance stage manager and properties designer, serves as a city council member for Santa Monica, and holds positions with several nonprofit organizations focused on climate action and women's resources. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plans primarily through CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, using firm-designed style allocation models, tax-intelligent strategies, and centralized trading.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth stock ETF.

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary manager programs and third-party investment platforms.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Jay Champlain is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Golden State Wealth Management, he worked at American Express Financial Advisors Inc. and IDS Life Insurance Company for over three decades. Outside of his advisory work, Champlain serves as a board member for Harbor Med Tech, Inc. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to tailor investment portfolios.

Kaytlin Hall is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, an accounting services firm affiliated with her primary employer. Gerber Kawasaki serves a diverse client base, including both individual and institutional investors, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and manages an actively managed ETF focused on growth stocks.

Zachary Bainter is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He previously worked at LPL Financial LLC from 2012 to 2020. In addition to his advisory role, Mr. Bainter is a part-owner of Gerber Kawasaki Insurance Services and serves on the Board of Directors of Fund GP, a private equity fund. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies and active management techniques, and also acts as sub-adviser to the AdvisorShares Gerber Kawasaki ETF.